March 2021: Here Comes The Sun
This newsletter contains our annual review of the crazy year that was 2020. In this edition, I:
1. Review the performance of my own investment portfolio, channeling Charlie Munger by focusing on my mistakes first
2. Make an argument for holding on to investments in great companies, even when valuations get stretched
3. Nominate SPAC for "four-letter-word" (hint: it's not a compliment) of the year
As always, I look forward to hearing your thoughts, comments, and criticisms!